SEC Brings Clarity to Accredited Investors and Family Offices
If adopted, proposed changes to the accredited investor definition would clearly define the role family offices and their clients play in private markets.
Family Offices
Inside the Opaque World of Family Office Investing
On the podcast, the Hyatt Bangia Family Office's chief investment officer discusses the family office landscape and how to break into this market.
Family Offices Return to Their Roots
The managing director, investor market, for the Family Office Exchange outlines trends in family office investing, including a renewed focus on buying operating companies.
Family Offices Embrace Direct Investing
Claudine Cohen, a principal in CohnReznick's Transactional Advisory Services practice, offers insight for families considering a direct investing strategy.
M&A for a Family Office
Family members’ needs go beyond those of a typical limited partner in a private equity fund, so transactions should be planned and executed accordingly.
Fostering Deal Flow for Families
Would-be middle-market general partners are launching family office advisory services to meet the growing demand for direct investments.
An ‘Aha!’ Moment with Staying Power
The trend of direct investing appears to have staying power, particularly among family offices, says PitchBook founder and CEO John Gabbert.
DNS Capital’s Family Values
Along with a growing number of family offices, DNS Capital invests directly in operating businesses. But in many ways, its approach is one of a kind.